StockDriftsStockDriftsTop 50 Decker Retirement Planning Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 26.04% | 759.7K | $76.5M | +98.08%(+376.19K) | $100.59(-0.09%) | 2026-06-30 | |
| TAN | INVESCO EXCH TRADED FD TR II | 4.29% | 212.8K | $12.6M | +21.66%(+37.89K) | $53.04(+0.05%) | 2026-06-30 | |
| XLE | SELECT SECTOR SPDR TR | 4.14% | 228.9K | $12.2M | +40.29%(+65.74K) | $54.24(+11.18%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.71% | 193.0K | $10.9M | +36.41%(+51.53K) | $56.79(+1.78%) | 2026-06-30 | |
| ESGU | ISHARES TR | 3.27% | 58.6K | $9.6M | +15.44%(+7.83K) | $133.54(+27.02%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.04% | 24.1K | $8.9M | +12.86%(+2.75K) | $307.82(+24.11%) | 2026-06-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 2.38% | 23.5K | $7.0M | new | $192.85(+8.50%) | 2026-06-30 | |
| USXF | ISHARES TR | 2.34% | 99.1K | $6.9M | +6.05%(+5.65K) | $51.88(+33.30%) | 2026-06-30 | |
| ARM | ARM HOLDINGS PLC | 2.29% | 19.0K | $6.7M | new | $245.75(+9.51%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 2.16% | 9.7K | $6.3M | +12796.00%(+9.60K) | $487.94(+18.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +46.79% |
| Top 20 Holdings Unweighted | — | — | — | — | +61.11% |
Decker Retirement Planning Inc. reports $293.66M in US-listed equity holdings across 441 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (26.0%), TAN (4.3%) and XLE (4.1%). The top 20 holdings account for 70.1% of reported assets. Its disclosed equity book has returned +46.79% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Decker Retirement Planning Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1975700). View Decker Retirement Planning Inc.’s 13F filings on SEC